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Companies / Templi

Templi tech stack

templi.ai

Templi provides AI software that drafts suitability reports, fact finds, and meeting notes for financial advisers and paraplanners. It serves UK financial advisers, paraplanners, wealth managers, and mortgage and protection advisers.

Summarized from its homepage on 7 Nov 2026.

The Templi homepage

Vendors of Templi and the evidence for each

Templi declares 3 subprocessors, including AI providers OpenAI.

VendorCategoryEvidenceLevel
Amazon Web ServicesCloud and infrastructureConfirmed
Subprocessor listNamed as AWS · Processes data for the company6 Nov 2026Source
Privacy policyNamed as AWS · Processes data for the company6 Nov 2026Source
Companies using Amazon Web Services
AttioCRM and salesConfirmed
Subprocessor listProcesses data for the company6 Nov 2026Source
Privacy policyProcesses data for the company6 Nov 2026Source
Companies using Attio
OpenAIAI and LLM providersConfirmed
Subprocessor listProcesses data for the company6 Nov 2026Source
Privacy policyProcesses data for the company6 Nov 2026Source
Companies using OpenAI
CloudflareCloud and infrastructureLikely
Websiteheader: cf-ray: a566d85e2f57e64a-DEN6 Nov 2026Source
Companies using Cloudflare
Google WorkspaceProductivityLikely
Websitemx: smtp.google.com.6 Nov 2026Source
Companies using Google Workspace
NetlifyCloud and infrastructureLikely
Websiteheader: x-nf-request-id: 01M6S8RXVE18QZ8G55Q4Q243A16 Nov 2026Source
Companies using Netlify

Questions about Templi

Does Templi use OpenAI?

Vendor's own statement, retrieved from the source URL on the date shown. StrataDB does not verify the underlying claim. Data sources.

See Templi's full stack

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